Sr. Financial Planning Analyst

Overview

Who We Are

Lennox (NYSE: LII) Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as a team, aiming for excellence and delivering innovative, sustainable products and services. Our culture guides us and creates a workplace where all employees feel heard and welcomed. Lennox is a global community that values each team member’s contributions and offers a supportive environment for career development.

Come, stay, and grow with us.

The LRH FP&A Senior Analyst is responsible for creating financial reporting and planning and analysis acting as the primary financial support and partner for their assigned region and related districts/zones. This includes assisting in updating forecasts, analyzing financial results, communicating the financial story to Business Partners, FP&A/Accounting, the Home Comfort Solutions Segment, and LII. The position provides the opportunity to develop experience in the fundamentals of our regional distributor financial performance and reporting best practices.

Duties include, but are not limited to:

• Serve as a thought leader for fellow analysts, proactively sharing expertise, modeling best practices, and fostering collaboration to drive effective financial analysis and results.
• Develop annual financial plan targets for Lennox Residential HVAC (LRH) and associated regions, with monthly updates to ensure alignment with organizational objectives.
• Support the execution of strategic initiatives, contributing to the attainment of revenue and margin goals.
• Conduct comprehensive reviews of financial results in partnership with business stakeholders, analyzing actual performance against plan, forecast, and prior year figures to identify variances, discern trends, and monitor impacts to key performance indicators.
• Collaborate with cross-functional partners to gain a thorough understanding of key business drivers, then communicates findings, insights, and implications to the Region leadership.
• Lead the development and deployment of sophisticated financial models and analytical tools to enhance the effectiveness and efficiency of business processes and applications.
• Analyze financial metrics—NPV, IRR, and payback period—for store network decisions such as new locations, renewals, and relocations to guide profitability assessments.
• Conduct ad hoc financial research as needed.

Having the right qualifications is only a part of what it takes to be a successful employee. In this position, it is vital that you embody these core competencies:

• Situational Adaptability: You flex your approach and demeanor to suit various scenarios. You successfully shift gears as new developments and competing priorities arise – balancing routine tasks, urgent action items, and long-term projects is second nature for you.
• Decision Quality: You make thoughtful and timely decisions with the best interest of the organization in mind, prioritizing and organizing key deliverables and ensuring stakeholders buy in.
• Drives Results: You show pride in “getting the job done” with a bias for action and intellectual curiosity, going above and beyond to ensure your responsibilities have been met. During high pressure moments, you work diligently to meet deadlines and show value in your work.

WHAT WE ARE LOOKING FOR
:

• Requires a bachelor’s degree in Finance, Accounting, or related field with 5 years of related experience
• Master’s Degree or MBA Candidate a plus
• Proficient in Microsoft Office applications (Excel, PowerPoint, Power BI, etc.)
• Knowledge of enterprise systems (e.g., SAP, BW, Hyperion) and/or analytics platforms (e.g., Qlik) preferred
• Excellent interpersonal, written, and verbal communication skills
• Excellent financial modeling skills

Compensation
:
This is a salaried exempt role. The starting salary range for this role and market is between $82,400 - $108,150 annually. Factors that may affect starting salary include geography/market and the skills, education, experience, and other…